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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,531 | $81,476+84.8% | $102,383+47.0% | $80,925+86.0% |
| Participation rate | 82.9% | 66.8%+16.1pp | 74.5%+8.4pp | 67.7%+15.3pp |
| Annual return | 13.74% | 25.59%-11.9pp | 24.94%-11.2pp | 35.65%-21.9pp |
| Employer contribution / active EE | $4,435 | $3,105+42.9% | $3,870+14.6% | $2,756+60.9% |
| Participant deferral / active EE | $10,313 | $3,871+166.4% | $5,060+103.8% | $4,299+139.9% |
| Admin fee / account holder | $3,301 | $6,717-50.9% | $8,391-60.7% | $6,940-52.4% |